$0 to $35M Pipeline in 6 Months

The Challenge

Roots was a well-funded startup targeting a very specific and painful objective: automate insurance companies' back-office and administrative tasks. While VC-backed, the company didn't have the capital or desire to hire dozens of sales and marketing professionals. That made growth extremely difficult when incumbents had billions to spend on marketing inferior technology. Leadership was expert at complex cognitive automation in insurance - but not at automating enterprise sales.

Our Solution

Revenue Institute started by learning the Roots business intimately - automating an enterprise sales cycle requires understanding every nuance of it first. Revenue Institute acted as an outbound sales function, from lead generation through negotiating and closing multiple enterprise insurance accounts. After this initial period, Revenue Institute developed custom BDR, Ops, Intel, and Marketing Agents that could identify in-market prospects and reach out in ways that resonated with C-Suite insurance executives. This resulted in filling the calendars of Chaz and leadership to the point that they needed to hire a VP of Enterprise Sales and build a team of high-level closers.

The Results

#### Enterprise Insurance Pipeline Opened Within the first months of working together, Revenue Institute closed multiple enterprise insurance accounts for Roots - based on proven methods for scalable, high-converting enterprise cold outreach.

#### $35M Pipeline With AI agents developed from hands-on sales experience, Roots built a $35M pipeline of new business it had no previous connection with - all within 6 months.

#### Series A & B Funding Roots was able to show investors a scalable business model with real pipeline. That led to securing a Series A and B within 11 months of each other and capturing deep market share.